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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,864 | $49,976-10.2% | $66,674-32.7% | $82,637-45.7% |
| Participation rate | 11.1% | 63.1%-52.0pp | 73.7%-62.6pp | 68.1%-56.9pp |
| Annual return | 18.72% | 39.09%-20.4pp | 321.24%-302.5pp | 53.51%-34.8pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,620-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $432 | $2,847-84.8% | $4,084-89.4% | $4,126-89.5% |
| Admin fee / account holder | $1,600 | $4,594-65.2% | $5,098-68.6% | $7,339-78.2% |